WL Advisory
Last updatedโ 5.0 ยท 58 Google reviews
WL Advisory is a small business accountant and tax adviser in Sydney, led by Lawrence Lu, a member of Chartered Accountants Australia and New Zealand and a licensed tax agent. The firm is best known for small business accounting and tax, start-up accounting and Virtual CFO work for growing businesses.
Services from WL Advisory
Tax
Business services
The firm works mainly with businesses. Compliance covers monthly and quarterly tax obligations, payroll tax and annual accounting and tax obligations. Everyday accounting includes daily reconciliation, bookkeeping, employee payroll and banking platform management. Cloud accounting covers software integration, document management and setting up accounting systems. Advisory work includes profit margin and cashflow strategies, business structure reviews, and advice on buying, selling or transferring a business. Start-ups can get accounting set-up, and the Virtual CFO service covers cashflow forecasting, budgeting and financial reporting. Meetings can be in person if you prefer.
What customers say about WL Advisory
- ๐ฌCustomers say Lawrence explains complex cross-border tax positions clearly and confidently.
- ๐ฌRegulars say he listens well, takes time with clients and builds lasting working relationships.
Tips for visiting WL Advisory
- โBook the free initial appointment online first, then ask for the no-obligation quote once your needs are clear.
- โFees are described as clear but no figures are published, so ask for the quote in writing before you start.
- โIf you want to meet in person, say so when you book, as the firm asks clients to let it know.
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FAQ about WL Advisory
Is WL Advisory a registered tax agent?
Yes. The firm's head, Lawrence Lu, is a licensed tax agent.
Is Lawrence Lu a Chartered Accountant?
Yes, he is a member of Chartered Accountants Australia and New Zealand.
Does WL Advisory offer a free first appointment?
Yes, a free initial appointment is offered and can be booked online.